>>> then, we're going to debate what is better for your money, an obama win or a romney win. >>> plus, the one thing that wall street wants to hear at tonight's debate. >>> and later on, american airlines says all the seats are fixed. >>> lots of things coming up at the top of the hour. back to you on "power lunch." >>> the world's top asset managers and investors are meeting today to discuss the economic landscape and how to navigate it. our david faber is with them at the barefoot economic summit in larue, texas. >> i've joined by founder, cio of golden tree house and management. they're in bank loans, they're in bond, distressed investments, private equity structured products. credit is the name of the game when it comes to golden tree. 16 billion-plus in assets. talk about high-yield credit overall. high yield continues to have funds moving in to it. are we towards the end of this bull run? >> we certainly are in the end of the bull run of low default rates. i believe -- i'm not talking a year out. talking a couple years out, i believe you're going to see the underwriting standard